Morningstar - Q3 2020 - 75

Monthly Price/Fair Value by Region 06/30/2020
U.S.

Greater Europe

Greater Asia

P/FV
+30.0%

A percentage of 0.0 connotes fairly valued

9.3
-0.6
-1.9 0.0

-30.0

U.S. 06/30/2020

2015

2017

2018

Greater Europe 06/30/2020
P/FV (%)

Date

52-Week High

9.8

01/17/2020

52-Week Low

-22.8

All-Time High*
All-Time Low*

Date

52-Week High

5.2

01/17/2020

03/20/2020

52-Week Low

-22.2

16.5

01/16/2004

All-Time High*

-36.1

11/21/2008

All-Time Low*

Date

52-Week High

1.4

06/26/2020

03/20/2020

52-Week Low

-19.7

08/30/2019

41.0

07/01/2005

All-Time High*

42.8

01/23/2004

-34.7

03/06/2009

All-Time Low*

-41.1

10/24/2008

*All-time highs and lows since June 2002 to present.

-2.3

22.4

1.9

-22.4

-12.7

-0.5

-11.9

-11.3

11.3

24.7

Averages

Value

Blend

Growth

-3.8

28.3

2.4

-23.6

-9.0

11.8

-6.3

-22.4

-12.3

-0.9

-11.2

-17.1

-6.1

21.1

Averages

Value

Blend

Growth

Moat Valuation

Large

-15.6

-14.8

-17.1

-3.2

23.8

1.4

Mid

12.8

Large

27.2

Mid

16.0

Style Valuation

Small

Style Valuation

-9.2

-18.7

-4.5

-11.0

-3.4

-20.7

-10.2

-2.4

-11.2

-17.8

-4.3

18.2

Averages

Value

Blend

Growth

Moat Valuation

Uncertainty Rating
Low Medium

Moat Valuation

Uncertainty Rating
High Very High

Economic Moat

None

16.9

39.8

4.1

-15.3

None

Narrow

10.3

11.7

11.6

-16.4

Wide

12.6

10.6

15.3

-15.5

2020

P/FV (%)

*All-time highs and lows since June 2002 to present.

Style Valuation

2019

Greater Asia 06/30/2020

P/FV (%)

*All-time highs and lows since June 2002 to present.

Economic Moat

2016

Large

2014

Mid

2013

Small

2012

Small

2011

Low Medium

Uncertainty Rating
High Very High

Economic Moat

Low Medium

High Very High

6.0

-4.6

-13.9

-28.1

None

0.0

-3.2

-7.7

-20.9

Narrow

20.6

5.3

1.4

-17.9

Narrow

6.4

4.3

5.0

-5.8

Wide

20.1

18.8

4.1

-

Wide

2.4

21.2

21.8

-

morningstar.com/lp/magazine

75


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Morningstar - Q3 2020

Table of Contents for the Digital Edition of Morningstar - Q3 2020

Contents
Morningstar - Q3 2020 - CT1
Morningstar - Q3 2020 - CT2
Morningstar - Q3 2020 - Cover1
Morningstar - Q3 2020 - Cover2
Morningstar - Q3 2020 - 1
Morningstar - Q3 2020 - 2
Morningstar - Q3 2020 - Contents
Morningstar - Q3 2020 - 4
Morningstar - Q3 2020 - 5
Morningstar - Q3 2020 - 6
Morningstar - Q3 2020 - 7
Morningstar - Q3 2020 - 8
Morningstar - Q3 2020 - 9
Morningstar - Q3 2020 - 10
Morningstar - Q3 2020 - 11
Morningstar - Q3 2020 - 12
Morningstar - Q3 2020 - 13
Morningstar - Q3 2020 - 14
Morningstar - Q3 2020 - 15
Morningstar - Q3 2020 - 16
Morningstar - Q3 2020 - 17
Morningstar - Q3 2020 - 18
Morningstar - Q3 2020 - 19
Morningstar - Q3 2020 - 20
Morningstar - Q3 2020 - 21
Morningstar - Q3 2020 - 22
Morningstar - Q3 2020 - 23
Morningstar - Q3 2020 - 24
Morningstar - Q3 2020 - 25
Morningstar - Q3 2020 - 26
Morningstar - Q3 2020 - 27
Morningstar - Q3 2020 - 28
Morningstar - Q3 2020 - 29
Morningstar - Q3 2020 - 30
Morningstar - Q3 2020 - 31
Morningstar - Q3 2020 - 32
Morningstar - Q3 2020 - 33
Morningstar - Q3 2020 - 34
Morningstar - Q3 2020 - 35
Morningstar - Q3 2020 - 36
Morningstar - Q3 2020 - 37
Morningstar - Q3 2020 - 38
Morningstar - Q3 2020 - 39
Morningstar - Q3 2020 - 40
Morningstar - Q3 2020 - 41
Morningstar - Q3 2020 - 42
Morningstar - Q3 2020 - 43
Morningstar - Q3 2020 - 44
Morningstar - Q3 2020 - 45
Morningstar - Q3 2020 - 46
Morningstar - Q3 2020 - 47
Morningstar - Q3 2020 - 48
Morningstar - Q3 2020 - 49
Morningstar - Q3 2020 - 50
Morningstar - Q3 2020 - 51
Morningstar - Q3 2020 - 52
Morningstar - Q3 2020 - 53
Morningstar - Q3 2020 - 54
Morningstar - Q3 2020 - 55
Morningstar - Q3 2020 - 56
Morningstar - Q3 2020 - 57
Morningstar - Q3 2020 - 58
Morningstar - Q3 2020 - 59
Morningstar - Q3 2020 - 60
Morningstar - Q3 2020 - 61
Morningstar - Q3 2020 - 62
Morningstar - Q3 2020 - 63
Morningstar - Q3 2020 - 64
Morningstar - Q3 2020 - 65
Morningstar - Q3 2020 - 66
Morningstar - Q3 2020 - 67
Morningstar - Q3 2020 - 68
Morningstar - Q3 2020 - 69
Morningstar - Q3 2020 - 70
Morningstar - Q3 2020 - 71
Morningstar - Q3 2020 - 72
Morningstar - Q3 2020 - 73
Morningstar - Q3 2020 - 74
Morningstar - Q3 2020 - 75
Morningstar - Q3 2020 - 76
Morningstar - Q3 2020 - 77
Morningstar - Q3 2020 - 78
Morningstar - Q3 2020 - 79
Morningstar - Q3 2020 - 80
Morningstar - Q3 2020 - Cover3
Morningstar - Q3 2020 - Cover4
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https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120405
https://www.nxtbook.com/nxtbooks/morningstar/investorconference2012
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110809
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https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809
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